UNITED WAY OF THE PIEDMONT INC (EIN 570314377) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1936

Legal Domicile

Principal Officer

PAIGE STEPHENSON

Phone

8645827556

Tax Period

2024-04-01 to 2025-03-31

UNITED WAY OF THE PIEDMONT INC, founded in 1936, is a community nonprofit that reported $5.4M in total revenue in fiscal year 2024.

Mission

OUR MISSION IS TO CONNECT, ENGAGE AND INSPIRE PEOPLE TO TRANSFORM OUR COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,195,109

Program Service Revenue $162,731

Investment Income $45,053

Other Revenue $336

TOTAL REVENUE $5,403,229

Expense Breakdown

Grants Paid $2,609,612

Salaries & Benefits $1,846,091

Fundraising Expenses $258,232

Program Expenses $4,700,291

Other Expenses $1,045,499

TOTAL EXPENSES $5,501,202

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,403,229	$5,293,207	+0.0%
Expenses	$5,501,202	$5,128,660	+0.1%
Net Income	$-97,973	$164,547	-1.6%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

630

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$304,629

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAIGE STEPHENSON	PRESIDENT/CE	40.00	Officer	$166,518	$10,441	$176,959
CHRIS NEELY	VP FINANCE &	40.00	Officer	$117,890	$9,780	$127,670
MITCH KENNEDY	CHAIR	1.00	Officer Director	$0	$0	$0
EARL ALEXANDER	SEC/TREAS TI	1.00	Officer Director	$0	$0	$0
JENNIFER CASH	SEC/TREAS FR	1.00	Officer Director	$0	$0	$0
TONY ACEVEDO	DIRECTOR	1.00	Director	$0	$0	$0
LAURA BARBAS-RHODEN	DIRECTOR	1.00	Director	$0	$0	$0
DENISE BEERS-KIEPPER	DIRECTOR	1.00	Director	$0	$0	$0
DONDA BISHOP	DIRECTOR	1.00	Director	$0	$0	$0
REED BROWN	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE CALDWELL	DIRECTOR	1.00	Director	$0	$0	$0
MARQUICE CLARK	DIRECTOR	1.00	Director	$0	$0	$0
PARKES COGGINS	DIRECTOR	1.00	Director	$0	$0	$0
KURT DALLAS	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN EARNEST	DIRECTOR	1.00	Director	$0	$0	$0
SHAUNTE EVANS	DIRECTOR	1.00	Director	$0	$0	$0
SKY FOSTER	DIRECTOR	1.00	Director	$0	$0	$0
JOEY FOWLER	DIRECTOR	1.00	Director	$0	$0	$0
JULIE FOWLER	DIRECTOR	1.00	Director	$0	$0	$0
GREYSON FURNAS	DIRECTOR	1.00	Director	$0	$0	$0
DANA GOTTMAN	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA HALSTEAD	DIRECTOR	1.00	Director	$0	$0	$0
BENNIE HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
KATIE HENDERSON	DIRECTOR	1.00	Director	$0	$0	$0
SARAH KEIM STALLARD	DIRECTOR	1.00	Director	$0	$0	$0
KATE KONOPASEK	DIRECTOR	1.00	Director	$0	$0	$0
BETH LANCASTER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL LANGLEY	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA MOORE	DIRECTOR	1.00	Director	$0	$0	$0
GIA QUINONES	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS SANTORO	DIRECTOR	1.00	Director	$0	$0	$0
JOSH THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
TIMIKA WILSON	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$5,403,229	$5,501,202	$3,523,234	$-97,973
2024	$5,293,207	$5,128,660	$3,279,597	$164,547
2023	$13,287,779	$13,953,442	$3,314,453	$-665,663
2022	$17,201,832	$17,149,511	$4,052,920	$52,321
2021	$15,798,807	$16,010,272	$4,093,923	$-211,465

UNITED WAY OF THE PIEDMONT INC